EWM
Evercore Wealth Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,060
| Closed | -$323K | – | 795 |
|
|
2017
Q4 | $323K | Sell |
4,060
-1,270
| -24% | -$101K | 0.01% | 302 |
|
|
2017
Q3 | $460K | Hold |
5,330
| – | – | 0.02% | 264 |
|
|
2017
Q2 | $472K | Sell |
5,330
-6,786
| -56% | -$601K | 0.02% | 262 |
|
|
2017
Q1 | $1M | Sell |
12,116
-847
| -7% | -$69.9K | 0.04% | 178 |
|
|
2016
Q4 | $881K | Sell |
12,963
-4,761
| -27% | -$324K | 0.04% | 189 |
|
|
2016
Q3 | $1.04M | Sell |
17,724
-402,835
| -96% | -$23.5M | 0.04% | 173 |
|
|
2016
Q2 | $19.9M | Sell |
420,559
-44,221
| -10% | -$2.09M | 0.88% | 40 |
|
|
2016
Q1 | $22M | Buy |
464,780
+92,853
| +25% | +$4.39M | 0.97% | 39 |
|
|
2015
Q4 | $22.3M | Buy |
371,927
+39,646
| +12% | +$2.38M | 1.04% | 35 |
|
|
2015
Q3 | $26.4M | Buy |
332,281
+6,674
| +2% | +$531K | 1.26% | 28 |
|
|
2015
Q2 | $25.5M | Buy |
325,607
+11,165
| +4% | +$876K | 1.15% | 32 |
|
|
2015
Q1 | $28.6M | Buy |
314,442
+28,887
| +10% | +$2.63M | 1.31% | 26 |
|
|
2014
Q4 | $31.6M | Buy |
285,555
+6,292
| +2% | +$696K | 1.58% | 19 |
|
|
2014
Q3 | $27.2M | Buy |
279,263
+7,276
| +3% | +$708K | 1.36% | 24 |
|
|
2014
Q2 | $25.1M | Buy |
271,987
+71,682
| +36% | +$6.61M | 1.29% | 23 |
|
|
2014
Q1 | $18.4M | Sell |
200,305
-19,325
| -9% | -$1.78M | 1.03% | 36 |
|
|
2013
Q4 | $18.4M | Buy |
219,630
+30,174
| +16% | +$2.53M | 1.01% | 33 |
|
|
2013
Q3 | $12M | Sell |
189,456
-60,445
| -24% | -$3.83M | 0.69% | 47 |
|
|
2013
Q2 | $15.5M | Buy |
+249,901
| New | +$15.5M | 0.88% | 34 |
|